SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?


To: slacker711 who wrote (166205)2/20/2014 10:54:33 PM
From: MGV  Read Replies (1) | Respond to of 213185
 
All of a sudden subsidies which looked unjustifiable start to make sense


Not everyone thought Chinese carriers would never engage in a price war through subsidy offers. Carrier economics, as your post notes, favor signing on the highest data users. The capital costs of being a carrier and the competitive requirements in China are not much different than in the US. Expectations for Apple in China might be ratcheted up before long.



To: slacker711 who wrote (166205)2/21/2014 7:59:55 AM
From: Moonray1 Recommendation

Recommended By
MGV

  Respond to of 213185
 
....a price war on the high-end in China would be an absolutely great thing for Apple.

It would appear to me that a price war is ALREADY underway. There is this story from Jan 8 about
lowered prices Message 29319496 And this one from Jan 16 making reference to "China Mobile
(0941) will start selling the latest iPhone in the mainland tomorrow, joining a price war with its two
rivals, China Unicom (0762) and China Telecom (0728), which launched the smartphone last year."
Message 29333995

o~~~ O